PLAN WELL WITH

JIN YUAN

FINANCIAL CONSULTANT



PLAN WELL

WITH JIN YUAN

FINANCIAL CONSULTANT




INVESTMENT STRATEGY

Proven Investment Framework that ensures consistent gains from the market


LEGACY PLANNING

Pioneer a vision for your heritage that is congruent with your dreams and values


WEALTH ACCUMULATION

Identify the gaps and opportunities to help your money grow

HEALTH AND LIFE PROTECTION

Secure your financial future with a health, disability or life protection insurance policy

Why work with me?

My inspiration to join the industry started after going through experiences in my adult life. Over the years, I have gotten myself into difficult situations and experienced the importance of insurance. My first realization was in 2014 when I got into a car accident in Bangkok. As it was the first time I had an accident in a foreign country, I was extremely worried about the cost of treatment and hospitalization. Thankfully, with travel insurance, I had received outpatient treatment which was covered fully by the travel insurance that I had purchased. Another instance where I had realized the importance of insurance was when we paid a total cost of $500 on medical treatment when my son visited a private hospital for high fever and cough in 2021. I came to realize that the price of medical care can be extremely high, especially if you don't take the steps to ensure you have proper medical insurance.


Being a family-oriented person myself, I believe that the purpose of being a financial consultant is not just about financial gains, but a genuine heart in supporting them to achieve success and being there for them during difficult times just like how a family should be. I pride myself on being the kind of person that will always offer a helping hand to anyone and everyone in need, cultivating my life to be more beneficial to others.


That is why, I am confident in empowering my clients to make informed financial decisions and customizing each financial plan to my client's demands and needs, ensuring that they are in line with their goals. I strive to help my clients work through unexpected life events, like job loss or a death in the family, and adjust their financial plans to better get them through.

IDENTIFY the potential opportunities and threats

ENHANCE assets & REDUCE liabilities

UNLOCK the “dead” assets

What to expect at the end of our session:



A roadmap to outline your financial goals and strategies to accomplish them


A surefire way to build your financial portfolio


Your own tailored wealth management report

To be the preferred partner in realizing clients’ dreams through financial success.

Jin Yuan

My Introduction

My Family

Travelling

Testimonials

Here are comments from our beloved clients

I met Mr Lee Jin Yuan in the year 2015. He is my supervisor. He is respected and gets along exceptionally well with his colleagues. He has a wealth of knowledge and is able to engage his team well.

Hon Mun

Former colleague

Jin Yuan is nice, helpful, friendly, and easy to talk to. He has also proven himself to be a responsible leader when I worked with him previously.

Xin Hui

Former colleague

Jin Yuan is a responsible and trustworthy person, which requires minimal supervision. On top of that, he is also good at interacting with friends, as well as those around him. He makes wise decisions when faced with obstacles, and demonstrate a professional attitude. He once gave me a thoughtful opinion, and shared a logical idea.

Hasbullah

NS friend & Former colleague

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